Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Marie Solo is a registered investment advisor with LPL Enterprise, LLC. Taylor has a strong background in the financial services industry, having been in the field for over 6 years. Taylor specializes in providing investment advice and financial planning services to individuals, families, and businesses. Taylor is a graduate of California University of Pennsylvania, and holds a Series 7, 6, 63, and 65 securities licenses. Taylor is also a licensed insurance agent for Highmark, United Health Care, and Aetna. Taylor is committed to providing her clients with personalized financial advice that meets their unique needs. Taylor believes in building long-term relationships with her clients and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
11/14/2024 - Present
LPL Enterprise, LLC (CANONSBURG PA)
IA
Issued 06/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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